FBRT

Franklin BSP Realty Trust
FBRT

Overview Fund Activity

180 hedge funds and large institutions have $688M invested in Franklin BSP Realty Trust in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 67 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.84%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
27
Increased
57
Reduced
67
Closed
24
Calls
$1.07M
Puts
$28K
Net Calls
+$1.04M
Net Calls Change
+$706K

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$7.67M
2
Northern Trust
2
Northern Trust
Illinois
$16.7M
3
Invesco
3
Invesco
Georgia
$7.41M
4
BCM
4
Beck Capital Management
Texas
$2.48M
5
AWA
5
Arete Wealth Advisors
Illinois
$2.25M

Top Sellers

1
DMKJ
1
David M. Knott Jr
$6.08M
2
PMAM
2
Penn Mutual Asset Management
Pennsylvania
$2.59M
3
PAWA
3
Palo Alto Wealth Advisors
California
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$126M
5
BlackRock
5
BlackRock
New York
$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$62.1K +$3.38K +239 +6%
PFP
152
Pinnacle Financial Partners
Tennessee
$56.6K +$56.6K +4,000 New
Fidelity Investments
153
Fidelity Investments
Massachusetts
$32K +$17.4K +1,232 +120%
GWSG
154
GPS Wealth Strategies Group
Colorado
$26.6K – – –
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$26K +$12.9K +909 +98%
GI
156
Gradient Investments
Minnesota
$23.8K – – –
KC
157
Kenfarb & Co
Kentucky
$23.3K – – –
Allspring Global Investments
158
Allspring Global Investments
North Carolina
$22.5K +$22.5K +1,588 New
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$21.5K +$21.5K +1,521 New
SIS
160
Sound Income Strategies
Florida
$19.5K +$19.5K +1,377 New
NECFA
161
New England Capital Financial Advisors
Connecticut
$19.3K +$552 +39 +3%
CFB
162
Cullen/Frost Bankers
Texas
$18.8K -$18.8K -1,326 -50%
QL
163
Quarry LP
New York
$17.7K +$17.7K +1,251 New
NCM
164
Northwest Capital Management
Oregon
$12.7K +$12.7K +900 New
BWM
165
Baystate Wealth Management
Massachusetts
$9.88K – – –
EWA
166
EverSource Wealth Advisors
Alabama
$9.79K -$4.31K -304 -31%
MPWT
167
MassMutual Private Wealth & Trust
Connecticut
$8.55K +$8.55K +604 New
VCM
168
Versant Capital Management
Arizona
$7.22K +$5.32K +376 +281%
FBC
169
Fairfield, Bush & Co
Connecticut
$6.98K +$6.98K +493 New
LF
170
Lee Financial
Texas
$4.97K – – –
HI
171
Harbour Investments
Wisconsin
$4.64K – – –
FHA
172
First Horizon Advisors
Tennessee
$3.92K – – –
PFBT
173
Parkside Financial Bank & Trust
Missouri
$1.88K +$1.12K +79 +146%
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$1.03K +$1.03K +73 New
Bessemer Group
175
Bessemer Group
New Jersey
$1K +$1K +90 New
5 6
7
8 9